Our Brochure

Our Brochure

Talis Advisors is an award-winning wealth management firm that provides comprehensive solutions for a nation-wide client base. As a fee-only Registered Investment Advisor, we deliver independent and objective advice driven by extensive academic research and are directly regulated by the United States Securities and Exchange Commission. We work for you, our client, and make decisions based on your plan and not incentives to favor a particular strategy, asset class, fund manager or service provider. We operate with objectivity and focus on academic financial economic research based on the work done by Nobel-prize winning financial economists.

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